Rushmore Investment Advisors Inc is a large advisory firm based in Plano. It manages $873 million of regulatory assets for 1,034 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Louisiana, and 5 other states.
Rushmore Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rushmore Investment Advisors Inc is $873 million. The firm's AUM has grown by 71% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Rushmore Investment Advisors Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Rushmore Investment Advisors Inc performs its advisory services is located at 4965 Preston Park Blvd, Plano, TX 75093, which is also the mailing address of the firm. An additional office of the firm is in Fort Lauderdale, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 972-599-9550 or by fax 972-964-1928. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.riainv.com.